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LSVQX vs WCMFX
LSVQX vs WCMFX Comparison
Open Charts LSVQX vs WCMFX
LSV Small Cap Value Institutional
Price$18.84
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets549.12M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
LSVQX vs WCMFX Comparison Chart in %
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LSVQX vs. WCMFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LSVQX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 549M vs. WCMFX (5.92M). LSVQX pays higher dividends than WCMFX: LSVQX (1.69) vs WCMFX (0.00). LSVQX was incepted earlier than WCMFX: LSVQX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LSVQX (0.83). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LSVQX (100000) and WCMFX (100000) have matching initial minimum investment requirements. LSVQX annual gain was more profitable for investors over the last year : -5.16 vs. WCMFX (-76.30). LSVQX return over 5 years is better than : 64.84 vs. WCMFX (-65.40).
| LSVQX | WCMFX | LSVQX / WCMFX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 1.45 | 57% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.023 | -71.870 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 5.92M | 9,275% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -5.16 | -76.30 | 7% |
| Returns for 3 years | 17.32 | -67.31 | -26% |
| Returns for 5 years | 64.84 | -65.40 | -99% |
| Returns for 10 years | 69.89 | N/A | - |
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